NewEdge Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

NewEdge Advisors’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.35M	Sell	164,508 -28,578	-15%	-$384K	0.01%	1024
2025 Q4	$2.39M	Buy	193,086 +90,898	+89%	+$1.08M	0.01%	984
2025 Q3	$1.26M	Buy	102,188 +5,838	+6%	+$71.9K	0.01%	1267
2025 Q2	$1.23M	Buy	96,350 +91,079	+1,728%	+$1.1M	0.01%	1179
2025 Q1	$67.6K	Buy	5,271 +271	+5%	+$3.5K	﹤0.01%	2435
2024 Q4	$63.5K	Hold	5,000	–	–	﹤0.01%	2435
2024 Q3	$55K	Hold	5,000	–	–	﹤0.01%	2402
2024 Q2	$51.6K	Sell	5,000 -5,500	-52%	-$54.3K	﹤0.01%	2331
2024 Q1	$105K	Buy	+10,500	New	+$94.9K	﹤0.01%	2050
2022 Q3	–	Sell	-70,965	Closed	-$595K	–	1602
2022 Q2	$595K	Buy	+70,965	New	+$643K	0.01%	905
2017 Q3	–	Sell	-12	Closed	-$217	–	775
2017 Q2	$217	Buy	+12	New	+$232	﹤0.01%	1391

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's KYN Position: Q1 2026 in Review

NewEdge Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 15% in Q1 2026, selling an estimated $384K and leaving 164,508 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #1024.

NewEdge Advisors first reported a position in KYN in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

NewEdge Advisors held 164,508 shares of Kayne Anderson Energy Infrastructure Fund worth $2.35M as of Q1 2026.
NewEdge Advisors sold 28,578 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $384K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1024 holding.
NewEdge Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2017 and has held it in 11 quarters since.
NewEdge Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $2.39M in Q4 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.